FFO
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Fiduciary Family Office’s Chevron CVX Stock Holding History

Fiduciary Family Office’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$652K Sell
3,932
-298
-7% -$55.5K 0.16% 98
2026
Q1 		$875K Sell
4,230
-470
-10% -$85.7K 0.25% 79
2025
Q4 		$716K Hold
4,700
– – 0.21% 87
2025
Q3 		$730K Sell
4,700
-40
-0.8% -$6.2K 0.21% 99
2025
Q2 		$679K Buy
4,740
+1,133
+31% +$160K 0.22% 93
2025
Q1 		$603K Buy
+3,607
New +$565K 0.2% 105
2024
Q4 		– Sell
-4,310
Closed -$635K – 124
2024
Q3 		$635K Buy
4,310
+61
+1% +$9.08K 0.21% 101
2024
Q2 		$665K Sell
4,249
-29
-0.7% -$4.62K 0.26% 99
2024
Q1 		$675K Sell
4,278
-19
-0.4% -$2.87K 0.26% 106
2023
Q4 		$641K Buy
+4,297
New +$650K 0.28% 83

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiduciary Family Office's CVX Position: Q2 2026 in Review

Fiduciary Family Office reduced its Chevron (CVX) stake by 7% in Q2 2026, selling an estimated $55.5K and leaving 3,932 shares worth $652K. The position accounts for 0.16% of the portfolio, ranked #98.

Fiduciary Family Office first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $875K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fiduciary Family Office held 3,932 shares of Chevron worth $652K as of Q2 2026.
  • Fiduciary Family Office sold 298 Chevron shares in Q2 2026, an estimated $55.5K.
  • Chevron made up 0.16% of Fiduciary Family Office's portfolio in Q2 2026, its #98 holding.
  • Fiduciary Family Office first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's Chevron position peaked at $875K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.